SWS
SYSTM Wealth Solutions’s Portillo's PTLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-68,083
| Closed | -$1.08M | – | 1047 |
|
|
2023
Q4 | $1.08M | Sell |
68,083
-6,616
| -9% | -$105K | 0.15% | 185 |
|
|
2023
Q3 | $1.15M | Buy |
74,699
+16,450
| +28% | +$253K | 0.18% | 157 |
|
|
2023
Q2 | $1.31M | Buy |
58,249
+24,893
| +75% | +$561K | 0.18% | 158 |
|
|
2023
Q1 | $713K | Buy |
+33,356
| New | +$713K | 0.11% | 226 |
|